You are now executing the bulk of your financial plan. We can help you ensure that income continues but also find the right avenues for leaving money to your loved ones.

Which retirement accounts should I exhaust first? How much money should I budget per month? How can I leave the most money as possible to my family with the least tax burden as possible?

Many of our clients at your age are concerned about:

  • Estate Planning & Beneficiary Designations
  • When to Take RMDs (Required Minimum Distributions)
  • How Inflation Affects Spending & Lifestyle
  • Paying for Healthcare Costs
  • Leaving Money to Family: Transferring as much as Possible & Mitigating Taxes

Your Focus Areas on The ROI Group Financial Pyramid

Living Comfortably & Planning Your Legacy


ROI Vehicles for You